Average annual returns
Through 20251 year
31.92%
3 year
17.86%
5 year
9.89%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
70 months through Jan. 31, 2026Volatility (ann.)
11.54%
Sharpe
1.45
Sortino
2.79
Max drawdown
-25.98%
Best month
15.25%
Worst month
-9.28%
Beta vs VTIAX
0.97
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.